Plan5500

San Juan Bautista, CA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, San Juan Bautista, CA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $59,941,330 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in San Juan Bautista

  • 3 loaded plans hold $59.9M in reported assets across 2 sponsors.
  • The largest, Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan, holds 100% of reported San Juan Bautista plan assets.
  • Plans cover 261 participants — about 87 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$51.1MSummed across loaded plans$51,122,310
Total reported assets$59.9M$59,941,330
Total reported participants261
Total reported liabilities$8.8M$8,819,020

Reported net position

Reported assets = net assets + liabilities (summed)$59.9M total assets
Net assets$51.1MLiabilities$8.8M
Contributions & income
Employer contributions$772.3K
Participant contributionsNot reported
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$3.4M
Total expenses$3.6M
Net increase / (decrease)-$1.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Juan Bautista, CA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

San Juan Bautista market comparison

Largest plan share of assets100%Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan
Participants per plan87Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in San Juan Bautista

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan$59.8M
    Willis Construction Company, Inc. · 2023
  2. 2
    Berntsen Wine Investment Retirement Plan$187.3K
    Berntsen Wine Investment · 2023
  3. 3
    Willis Construction Company Inc. Health & Welfare Plannot reported in the loaded dataset
    Willis Construction Company, Inc. · 2023

Largest plans in San Juan Bautista → · San Juan Bautista plans by participants → · San Juan Bautista plans with financial data → · San Juan Bautista plans with provider compensation → · $1B+ plans in San Juan Bautista →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for San Juan Bautista, CA?
3 plan(s) reported by 2 sponsor(s) are loaded for San Juan Bautista, CA.

Related Form 5500 pages